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WHERE DO THINGS STAND IN EUROPE CURRENTLY?

BLOG, MARKETS & ECONOMICS  |  3 Oct 2011

The ongoing saga of will Greece default or will they get bailed out continues. (For a summary of how we got to where we are today, see here) News and rumors continue to pour out of Europe and the markets continue to twitch on every morsel of information. Over the weekend (September 24-25), there were…

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The European Banking Crisis –How Did it Happen, Where Are We Now?

BLOG, MARKETS & ECONOMICS  |  2 Sep 2011

We all know what a turbulent ride it has been in the stock market over the last month or so. We hear everywhere that a lot of this is due to the slowdown in the U.S. economy partly due to the debt ceiling fiasco in Washington, but also due to the fear that another recession…

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CAN THEY RAISE THE ROOF?

BLOG, MARKETS & ECONOMICS  |  19 Jul 2011

Implications of Failure to Raise the US Debt Ceiling Almost everyone is talking about the deadline for Congress to raise the U.S. Debt Ceiling and what would be the ramifications if it doesn’t. The Republicans and Democrats are having a hard time coming to an agreement on this issue. Many Democrats suggest that raising the…

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U-6 Unemployment

BLOG, MARKETS & ECONOMICS  |  17 Jun 2011

You often hear about the Headline Unemployment rate (currently 9.1% as of May 2011), which is often the big news release on CNBC, usually the first Friday of every month. The headline rate that is most often reported by the Bureau of Labor Statistics (BLS) (the official unemployment rate) is called the U-3 rate. This…

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So is there really inflation?

BLOG, MARKETS & ECONOMICS  |  27 Apr 2011

The hot topic these days, especially with gasoline over $4.00, and costs for many things rising quickly, is how much inflation is really out there? Food inflation has become more of an issue because of the effect of the world’s weather of late on crops. Gas and oil inflation can be partially attributed to all…

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Master Limited Partnerships (MLPs) – A Brief Overview

BLOG, EDUCATION  |  28 Feb 2011

Although Master Limited Partnerships (MLP) have sort of flown under the radar of many investors, over the last couple of years they are beginning to be “discovered” by more and more investors, as well as fund companies looking to profit in this area as well. With an annual total return of 15.5% since 1995 and…

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Summary Of The Major Provisions Of The Tax Relief Act Of 2010

BLOG, TAXES  |  12 Jan 2011

With much fanfare, and after months of uncertainty and eventual compromises between Democrats and Republicans, President Obama signed the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010. We can just call it the 2010 Tax Relief Act, (2010 TRA) or TRUIRJCA 2010 if you prefer. It will extend what was known as…

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What Are Managed Futures?

BLOG, EDUCATION  |  16 Nov 2010

Even though the stock market has been doing very well as of late, many investors still have vivid memories of the stock market crashes of 2000-2002, and 2008. Many people wonder what they can do to help reduce the volatility of their portfolio. We have previously discussed using options to reduce risk, now, we turn…

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What is Quantitative Easing, and What is QE II?

BLOG, MARKETS & ECONOMICS  |  6 Oct 2010

No, it’s not the luxury liner Queen Elizabeth II (shown below), but rather the monetary policy being used by the United States Federal Reserve to stimulate the economy. We are hearing so much lately as to whether Ben Bernanke will embark on Quantitative Easing Part II, we felt a brief discussion of what exactly Quantitative…

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Long Term Secular Markets:

BLOG, MARKETS & ECONOMICS  |  10 Sep 2010

Barry Ritholz’s excellent blog The Big Picture had a great article on the long term cycles the stock market has gone through over the last 100 years. The chart below details the price level of the stock market on top, with the P/E ratio (Price/Earnings) ratio on the bottom. The P/E ratio is one of…

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